Sales Report

The Sales Report is the standard analysis of invoiced sales. Every sales figure quoted in a management meeting should be traceable to a run of this report.

Overview

The report reads confirmed invoices and credit notes. Draft invoices, quotations and open orders are excluded, which is why it will not agree with the order book — and should not.

Opening the report

Navigate to

1. Reports
2. Sales
3. Sales Report

Click to enlarge

The Sales Report screen in Business Plus Plus.

Running the report

Open the report

Use the navigation path above. The filter panel opens with the current month pre-selected.

Set the filters

Choose the period and any narrowing filters. Leave a filter blank to include everything you have access to.

Run the report

Click Run. Large periods take a few seconds; the row count appears in the status bar when it completes.

Drill down or export

Click any figure to open the documents behind it, or use Excel / PDF to export exactly what is on screen, filters included.

Expected result

The report renders with a total row at the foot, and the status bar shows how many rows were returned.

Filters

Sales Report filters

Field	Type	Required	Default	Description	Notes
From Date	Date	Yes	First day of the current month	Start of the reporting period.
To Date	Date	Yes	Today	End of the reporting period, inclusive.
Branch	Dropdown	No	Your branch	Restrict the report to one branch, or select All.	You only see branches your role grants access to.
Group By	Dropdown	No	None	Adds subtotal bands to the report.
Format	Dropdown	No	Summary	Summary shows one row per group; Detailed lists every document.

Sales Report filters

Columns

Sales Report columns

Field	Type	Description
Date	Date	Invoice date.
Invoice No.	Text	Document number. Click to open the invoice.
Customer	Text	Billing party.
Quantity	Number	Total quantity across the invoice lines, in base UOM.
Gross	Amount	Line value before discount and tax.
Discount	Amount	Total discount allowed.
Taxable Value	Amount	Gross less discount. The figure tax is computed on.
Tax	Amount	Total tax charged.
Net	Amount	Taxable value plus tax. Ties to the invoice grand total.

Sales Report columns

Reading the report

Tip

To reconcile this report to the general ledger, run it in Summary format for a full month and compare Taxable Value to the sales account movement, and Tax to the output tax account. A difference almost always means a journal voucher posted directly to one of those accounts.

Note

Credit notes appear as negative rows. Filter them out with Document Type if you want gross sales rather than net.

Exporting

ExcelPDFCSV

Exports the current result set as .xlsx, one sheet, with the filter values in the header rows. Formulas are not included — the figures are values.

Produces a print-ready document using the company letterhead configured in Company Settings. Best for anything that leaves the business.

Plain comma-separated values with no formatting, for loading into another system.

Common problems

The Save button is disabled

A required field is empty or invalid. Fields in error are outlined in red with the reason underneath — scroll up, the first error is usually in the header.

You do not have permission to perform this action

Your role is missing the relevant permission for this screen. Ask an administrator to check it against Roles & Permissions.

The report returns no rows

Widen the period and clear the narrowing filters one at a time. The most common cause is a branch filter that excludes the data you are looking for.

The report times out

Run it for a shorter period, or use the Summary format. Detailed format over a full year can return hundreds of thousands of rows.

Frequently asked questions

QWhy do my totals differ from another report?

Almost always the filters. Check the period, the branch and whether the other report includes cancelled or draft documents. The filter panel values are printed in the export header so you can compare them directly.

QCan I schedule this report by email?

Yes — save the filter set as a named view, then attach a schedule to it. The scheduled run uses the saved filters and the permissions of the user who created the schedule.

QDoes the export match what I see?

Exactly. Exports are generated from the same result set, with the active filters recorded in the header, so a file can be reconciled back to the run that produced it.

Related documentation

• Reports overview
• Outstanding ReportAge receivables and chase overdue customer balances.